Monthly Archives: December 2022

How To Discuss Asset Protection With An Aging Parent

By Meyer & Spencer, P.C. | Posted on December 27, 2022

Many older adults in Pleasantville and throughout Westchester County are resistant to the idea of addressing asset protection strategies and considering ways of protecting their assets in the event they require long-term care. For a number of older adults, these discussions can be unwanted because they highlight the fact that their lives are changing… Read More »

Reviewing Your Estate Plan Over The Holidays

By Meyer & Spencer, P.C. | Posted on December 26, 2022

For those who have a will and advance directives, as well as other estate planning documents, it is a good idea to review these documents and their provisions annually. Because families often get together over the holidays and, as a result, various family issues — including both health and financial matters — can arise… Read More »

Testimonials

Jim, Just a note to thank you again for all your help. We appreciate all you did to make our closing as smooth as possible. Thanks again and we will talk to you soon.
Michelle, Thank you so much for your help during our home buying process! As first time home owners we had so many questions and your patience and responsiveness made the entire process easier and more transparent. ...
Dear Jim, Thank you so much for all your help, your professionalism and the champagne. Boy, did we need the bubbly after all that signing! See you around the neighborhood.
Matt, Thanks for everything . . . and most of all being such a good listener and calm spirit – I really appreciate it. My best to you and yours
Matt, Thank you for all the help you’ve given us over the past few months. We know these aren’t the easiest of deals right now and ours had some twists and turns . . . but we appreciated having you there to guide us along the way. We just wanted to say “Thank You.”

Matthew S. Spencer

Matt received his JD from Pepperdine University School of Law in 1991. His primary practice areas include Real Estate, Trusts & Estates, which includes the use of estate planning tools such as Wills, Revocable Living Trusts, Health Care Proxies, Living Wills and a Power of Attorney. Matt also handles Probate and Administration and Guardianship matters. His Elder Law practice includes Medicaid Planning, Medicaid Applications and Asset Protection. Matt is currently serving as the Village Prosecutor for the Village of Elmsford. Matt has lectured for the Pace University School of Law Land Use Law Center’s continuing legal education program. ...read more

James T. Meyer

Jim’s practice areas include Trusts & Estates, Elder Law, Real Estate, Business Law and Litigation. He has been an Arbitrator with the National Association of Securities Dealers (NASD) since 1994 and represents clients in Securities Industry Arbitrations at the NASD and New York Stock Exchange. Jim has authored more than 150 legal articles for his weekly column in the Putnam County Press and has lectured on all facets of his practice areas. Jim’s professional and community service includes service as President of the Putnam County Bar Association, President of the Estate Planning Council of Putnam County, President of the Greater Chappaqua Chamber of Commerce...read more